+124.5%
GLD vs MRNA
+30.4%
+94.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.6% |
| 7D | +0.7% | -9.0% | +9.8% | +1.0% |
| 30D | +0.3% | +137.2% | -136.9% | -4.3% |
| 3M | +0.6% | +194.8% | -194.2% | -5.0% |
| 6M | -15.6% | +167.2% | -182.8% | -20.1% |
| YTD | +0.9% | +375.9% | -375.0% | -5.7% |
| 1Y | +19.4% | +465.2% | -445.8% | +11.2% |
| 3Y | +124.5% | +30.4% | +94.1% | +106.3% |
| All | +124.5% | +30.4% | +94.1% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling